Old Berwick Historical Society
Public records show a registered, tax-exempt organization in good standing.
What it says it does
PROMOTES PUBLIC AWARENESS OF AND APPRECIATION FOR LOCAL AND REGIONAL HISTORY THROUGH A VARIETY OF ACTIVITIES THAT EXPLORE, PRESERVE, INTERPRET, AND CELEBRATE THE PAST, AND THROUGH STEWARDSHIP OF THE COUNTING HOUSE AND ITS COLLECTIONS. THE COUNTING HOUSE MUSEUM IS A REPOSITORY FOR DOCUMENTS, PHOTOGRAPHS AND HISTORIC CURIOSITIES COVERING A WIDE SPECTRUM OF COMMUNITY LIFE IN AND AROUND THE BERWICKS, SITE OF THE FIRST PERMANENT SETTLEMENT IN MAINE.
- Income
- $60,937
- Spending
- $60,270
- Spent on programs
- 86%
- Reserves
- 29.8 months of spending
- Largest source of income
- donations and private grants, 69%
- Employees
- 0
- Volunteers
- 0
Source: Form 990 for the year ending April 30, 2025, filed with the Internal Revenue Service. Rating method 2026.2. How we rate
Financial health
Strong: 97 out of 100. Higher than 85% of charities in its peer group (arts and culture, under $250k).
Reserves
35 of 35Spendable reserves would cover 29.8 months of spending.
Debt
20 of 20It owes 0% of what it owns.
Living within its means
12 of 15Income exceeded spending by 1% of income.
Income trend
15 of 15Income rose 93% on the year before.
Spending floor
15 of 1586% of spending went to programs and raising each dollar of donations cost 0 cents.
Source: Form 990 for the year ending April 30, 2025, filed with the Internal Revenue Service. Rating method 2026.2. How we rate
Governance
Strong: 90 out of 100. Higher than 85% of charities in its peer group (arts and culture, under $250k).
Independent board
25 of 25350 of 8 voting board members are independent.
Conflict of interest policy
15 of 15Has a written conflict of interest policy.
Whistleblower policy
0 of 8Reports no written whistleblower policy.
Record keeping policy
7 of 7Has a written policy on keeping and destroying records.
Board minutes
5 of 5Keeps minutes of board meetings.
Board sees the tax return
10 of 10Gave the board a copy of this return before filing it.
No reported misuse
10 of 10Reports no diversion of assets, excess benefits or loans to insiders.
Source: Form 990 for the year ending April 30, 2025, filed with the Internal Revenue Service. Rating method 2026.2. How we rate
Impact evidence
Describes programs. Its tax return describes what it does but we have found no measurable results in it.
Programs described in its return (4)
- $14,008 spent. OPERATE AND MAINTAIN THE COUNTING HOUSE MUSEUM
- $5,110 spent. PROVIDE MONTHLY HISTORIC EDUCATIONAL LECTURE PROGRAMS AND MAINTAIN A WEBSITE THAT CONTAINS HISTORICAL INFORMATION FOR PUBLIC ACCESS.
- $21,864 spent. MANAGE ARTIFACTS AND COLLECTION FOR MUSEUM DISPLAY
- $10,735 spent. NEW INITIATIVE PROGRAMS
Source: Form 990 for the year ending April 30, 2025, filed with the Internal Revenue Service. Rating method 2026.2. How we rate
Legitimacy checks
Is it registered with the IRS? Passed.
Listed in the IRS master file of tax-exempt organizations as a 501(c)(3) charitable organization.
Source: Exempt Organizations Business Master File, Internal Revenue Service, file dated September 7, 2026.
Has the IRS revoked its tax-exempt status? Passed.
Not on the IRS automatic revocation list.
Source: Automatic revocation of exemption list, Internal Revenue Service, file dated September 30, 2026.
Are donations tax-deductible? Passed.
On the IRS list of organizations eligible to receive tax-deductible contributions.
Source: Publication 78 data: organizations eligible for tax-deductible contributions, Internal Revenue Service, file dated September 10, 2026.
Is it keeping up with its IRS filings? Passed.
Most recent return on file covers the year ending April 2025.
Source: Exempt Organizations Business Master File, Internal Revenue Service, file dated September 7, 2026.
How long has it been tax-exempt? Passed.
Recognized by the IRS since February 1997.
Source: Exempt Organizations Business Master File, Internal Revenue Service, file dated September 7, 2026.
Is it in good standing with state regulators? Passed.
Not on California's list of charities barred from soliciting. Other states are not yet checked.
Source: May Not Operate or Solicit for Charitable Purposes list, California Attorney General, Registry of Charities and Fundraisers, file dated October 7, 2026.
Ratings and checks are our reading of public records, using the published method. They are not a statement about anyone's honesty. If you work for this organization, you can send corrections or results, confirm you want gifts through Veridonate, or ask to be removed from giving.